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Microsoft

5,186 hedge funds and large institutions have $2.21T invested in Microsoft in 2024 Q1 according to their latest regulatory filings, with 195 funds opening new positions, 2,216 increasing their positions, 2,423 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5,186
Holders Change
+17
Holders Change %
+0.33%
% of All Funds
75.17%
Holding in Top 10
2,937
Holding in Top 10 Change
+54
Holding in Top 10 Change %
+1.87%
% of All Funds
42.57%
New
195
Increased
2,216
Reduced
2,423
Closed
104
Calls
$42.4B
Puts
$45.6B
Net Calls
-$3.2B
Net Calls Change
+$490M
Name Holding Trade Value Shares
Change
Shares
Change %
SHA
2276
Seneca House Advisors
Virginia
$11.9M -$854K -2,031 -7%
PWP
2277
Pursue Wealth Partners
California
$11.9M +$180K +427 +2%
EM
2278
Excalibur Management
Massachusetts
$11.9M -$364K -864 -3%
LSWM
2279
Lorne Steinberg Wealth Management
Canada
$11.9M -$7.57K -18 -0.1%
PWMG
2280
Prestige Wealth Management Group
New Jersey
$11.9M -$790K -1,878 -6%
BKA
2281
Brick & Kyle Associates
Pennsylvania
$11.9M -$99.6K -237 -0.8%
DAM
2282
Diamant Asset Management
Connecticut
$11.9M -$32.8K -78 -0.3%
RS
2283
Retirement Solution
Washington
$11.9M +$4.44M +10,545 +60%
GF
2284
Gries Financial
Ohio
$11.9M +$1.71M +4,066 +17%
CAM
2285
Councilmark Asset Management
Tennessee
$11.8M +$11.8M +28,148 New
CP
2286
CenterBook Partners
Connecticut
$11.8M +$2.52M +5,998 +27%
BCCM
2287
Bridge Creek Capital Management
Massachusetts
$11.8M -$439K -1,043 -4%
CBB
2288
Citizens Business Bank
California
$11.8M -$207K -493 -2%
MA
2289
Menlo Advisors
California
$11.8M -$103K -245 -0.9%
BBNA
2290
Bremer Bank National Association
Minnesota
$11.8M -$1.88M -4,478 -14%
CIG
2291
Consolidated Investment Group
Colorado
$11.8M
MWM
2292
MGB Wealth Management
Texas
$11.8M -$105K -250 -0.9%
MCM
2293
Maytus Capital Management
New York
$11.8M +$11.8M +28,000 New
SGDR
2294
SPX Gestao de Recursos
Brazil
$11.8M +$11.8M +28,000 New
SFG
2295
Summit Financial Group
West Virginia
$11.8M -$363K -863 -3%
SCM
2296
Summerhill Capital Management
Ontario, Canada
$11.7M +$11.7M +27,915 New
BIMC
2297
Benson Investment Management Company
Virginia
$11.7M -$1.29M -3,070 -10%
Members Trust
2298
Members Trust
Florida
$11.7M +$1.51M +3,592 +15%
FWM
2299
Finer Wealth Management
Massachusetts
$11.7M +$165K +393 +1%
OGC
2300
Oak Grove Capital
New Hampshire
$11.7M +$2.92M +6,951 +33%